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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,791 | $162,136-44.0% | $152,301-40.4% | $154,746-41.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 54.89% | 91.02%-36.1pp | 80.50%-25.6pp | 172.34%-117.5pp |
| Employer contribution / active EE | $3,435 | $4,890-29.8% | $4,624-25.7% | $4,379-21.6% |
| Participant deferral / active EE | $6,444 | $8,341-22.7% | $8,004-19.5% | $6,730-4.3% |
| Admin fee / account holder | $5,861 | $15,759-62.8% | $14,398-59.3% | $14,365-59.2% |